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CIK: 0001773205
Total reported value
$1.1B
$1.1B
297 檔
31.4%
The Q3 2025 SEC filing reveals that Kmg Fiduciary Partners, LLC held a total portfolio value of $1.1B, covering 297 public equity positions.
In Q3 2025, Kmg Fiduciary Partners, LLC displayed an active expansion posture, initiating 3 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 297 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.38% | +0.13% | +9.99% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.95% | +1.10% | +0.98% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.65% | +0.62% | +5.17% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.52% | +0.45% | +1.30% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.20% | +0.82% | +1.60% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.68% | +0.54% | +2.56% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.60% | +0.54% | +0.77% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | +0.64% | +2.76% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.19% | -0.15% | +1.65% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.63% | +0.24% | +0.66% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.62% | +0.75% | +5.53% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.38% | +0.20% | +0.84% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.31% | -0.47% | +0.88% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | +0.41% | +8.55% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.19% | +0.23% | +2.59% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.06% | +0.42% | +3.11% | |
| 17 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.06% | +0.21% | +6.50% | |
| 18 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.05% | +0.39% | +6.43% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.02% | -0.67% | +0.42% | |
| 20 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.02% | +0.32% | +9.14% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.97% | -0.53% | +0.20% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | +0.53% | +7.71% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.18% | +2.20% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | +0.42% | +5.23% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.86% | +1.98% | +4.92% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | -0.06% | EXIT | |
| 27 | RDVY | First Trust Rising Dividend | ETF-Other | 0.82% | -0.66% | +1.07% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.79% | -0.32% | +1.94% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.78% | -0.55% | -0.83% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.78% | +0.20% | +3.00% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.75% | +0.22% | +2.91% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | +0.01% | +4.03% | |
| 33 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.73% | -0.85% | EXIT | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.72% | -0.15% | +5.07% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.12% | +4.76% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.70% | +0.23% | -0.27% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.69% | -0.12% | +3.67% | |
| 38 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.68% | -0.73% | +2.83% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.14% | +3.32% | |
| 40 | BLK | Blackrock Inc | Stock-Financials | 0.67% | +0.18% | +2.90% | |
| 41 | CTAS | Cintas CORP | Stock-Industrials | 0.66% | -0.18% | +4.07% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.74% | EXIT | |
| 43 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.62% | -0.21% | -0.53% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.61% | -0.28% | +0.05% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.60% | -0.64% | +1.65% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.59% | +0.18% | +6.44% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | -0.18% | +1.03% | |
| 48 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.58% | -0.56% | -0.42% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | +0.45% | +3.34% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.55% | +0.11% | +3.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | +9.99% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +1.60% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | +1.30% | Add |
| 4 | ORCL | Oracle CORP | +0.5% | +0.84% | Add |
| 5 | GS | Goldman Sachs Group Inc | +0.5% | +0.66% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | +2.20% | Add |
| 7 | AMD | Advanced Micro Devices | +0.3% | +4.92% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +1.65% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +0.77% | Add |
| 10 | VRT | Vertiv Holdings Co-a | +0.2% | +0.94% | Add |
| 11 | COIN | Coinbase Global Inc -class A | +0.1% | -2.42% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | -5.58% | Trim |
| 13 | AMAT | Applied Materials Inc | +0.1% | +1.47% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -0.73% | Trim |
| 15 | CMG | Chipotle Mexican Grill Inc | +0.1% | +9.81% | Add |
| 16 | GLW | Corning Inc | +0.1% | -1.69% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.17% | Add |
| 18 | INTC | Intel CORP | +0.1% | +0.31% | Add |
| 19 | DELL | Dell Technologies -c | +0.1% | +0.89% | Add |
| 20 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -0.83% | Add |
| 21 | MS | Morgan Stanley | +0.1% | — | Add |
| 22 | RTX | Rtx CORP | 0% | +2.91% | Add |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +2.76% | Add |
| 24 | BLK | Blackrock Inc | 0% | +2.90% | Add |
| 25 | IJH | Ishares Core S&p Midcap ETF | 0% | +7.71% | Add |
| 26 | IWP | Ishares Russell Mid-cap Grow | 0% | +0.05% | Add |
| 27 | BKLC | Bny Mellon US Lrg Cap Cor | 0% | -0.42% | Add |
| 28 | PANW | Palo Alto Networks Inc | 0% | +3.95% | Add |
| 29 | AXP | American Express Co | — | -0.27% | Add |
| 30 | IJR | Ishares Core S&p Small-cap E | — | +3.34% | Add |
| 31 | AMZN | Amazon.com Inc | 0% | +2.56% | Add |
| 32 | RDVY | First Trust Rising Dividend | 0% | +1.07% | Add |
| 33 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +0.88% | Add |
| 34 | VO | Vanguard Mid-cap ETF | -0.1% | +1.55% | Add |
| 35 | ABBV | Abbvie Inc | -0.1% | +2.59% | Add |
| 36 | HYLS | Ft Tactical High Yield ETF | -0.1% | +9.14% | Add |
| 37 | QCOM | Qualcomm Inc | -0.1% | +3.11% | Add |
| 38 | FBND | Fidelity Total Bond ETF | -0.1% | +0.42% | Add |
| 39 | GTO | Invesco Total Return Bond Et | -0.1% | +6.50% | Add |
| 40 | JPIB | Jpmorgan Intl Bnd ETF | -0.1% | +6.43% | Add |
| 41 | CLF | Cleveland-cliffs Inc | -0.2% | — | Trim |
| 42 | DVN | Devon Energy CORP | -0.2% | +2.85% | Trim |
| 43 | AAPL | Apple Inc | -0.2% | +0.98% | Add |
| 44 | DIS | Walt Disney Co/the | -0.2% | +0.74% | Trim |
| 45 | JNJ | Johnson & Johnson | -0.3% | -0.10% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.4% | +9.29% | Trim |
| 47 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 48 | AEP | American Electric Power | — | EXIT | Sold out |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 50 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
According to official SEC Form 13F filings, Kmg Fiduciary Partners, LLC reported a total U.S. public equity portfolio value of $1.1B across 297 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, IVV) accounted for 31.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
NVO
市值: $3.9M
Top Position Liquidated / Trimmed
AEP
前期市值: $2.5M
During Q3 2025, Kmg Fiduciary Partners, LLC's top holdings by market value included NVDA (5.4%)、AAPL (5.0%)、IVV (4.7%). The largest single position, NVDA, represented 5.4% of total portfolio value.
In Q3 2025, Kmg Fiduciary Partners, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 39 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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